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2014 Industry Day
Insurance Fraud Prevention Summit
October 24, 2014
Carriage House at Rockwood Park
610 Shipley Rd.
Intersection of Washington St. Extension and Shipley Rd.
Wilmington, DE 19809
www.brandywinevalley.cpcusociety.org
2014 Industry Day
“Insurance Fraud Prevention Summit”
October 24, 2014
Program
7:30am – 8:15am Breakfast
8:30am – 12:30pm* Panel Discussion– “Fighting Fraud From All Angles”
Moderator‐ Ralph Ackerman, President‐ Brandywine Valley CPCU Society Chapter
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Panel Speakers
John Steindl, Vice President, Kimberly Vassel Insurance Services
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From an Agent Perspective‐ Client and Coverage
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Linda Buckley, Automobile Underwriting Fraud Prevention Specialist, 21st Century Insurance •
From an Underwriter Perspective‐ Defining and Combating Fraud
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Dan Jaeger, SIU Group Vice President, Chubb Insurance
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From an Investigator Perspective‐ Awareness and Recognition
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FIFTEEN (15) MINUTE BREAK
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David Smith, President, Medical Investigation Group, Inc.
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From a Medical Provider Perspective ‐ Credentials and Compliance
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Gerald R Pepper, Director , and Franklin T Pyle Jr., Deputy Director, DE Department of Insurance Fraud Bureau
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From a state Perspective‐ Codes and Trends
* Up to Four (4) PA General Continuing Education credits pending approval, and up to Four (4) DE Ethics Continuing Education credits pending approval (which can also be used as general CE credits).
12:45pm – 2:00pm
Lunch
Recognition of New Designees
Recognition of Sponsors and Exhibitors
Keynote Speaker‐ Senator Tom Carper, US Senator for Delaware
Please visit our exhibitor area during the breaks
2014 Industry Day
“Insurance Fraud Prevention Summit”
October 24, 2014
Registration Fees
“Early Bird” Registration (until Aug. 31, 2014)
CPCU Chapter Members ‐ $60 per person
Non‐CPCU attendees ‐ $70 per person
Regular Registration (Sept. 1 – Oct. 10, 2014)
CPCU Chapter Members ‐ $75 per person
Non‐CPCU attendees ‐ $85 per person
Late Registration (after Oct. 10, 2014‐ Oct. 20, 2014)
CPCU Chapter Members ‐ $85 per person
Non‐CPCU attendees ‐ $95 per person
At the Door on Oct. 24 (checks only) ‐ $100
Table of 8 people
Until Oct. 10, 2014 ‐ $525
After Oct. 10, 2014 ‐ $565
Half Table of 4 people (Organizations only)
Until Oct. 10, 2014 ‐ $265
After Oct. 10, 2014 ‐ $280
Pennsylvania CE Filing Fee ‐ $5 per person
Delaware CE Filing Fee ‐ no charge
Cancellation Policy: If cancelled before Oct.10, 2014, a $25.00 cancellation fee will be charged. No refunds after Oct 10, 2014
(All seats include; continental breakfast, CE session, breaks, luncheon)
Brandywine Valley CPCPU 2014 Industry Day
Registration
Please mail this form with check (for credit card, please go to our website for registration)payable to Brandywine Valley CPCU and mail to:
Brandywine Valley CPCU Society Chapter C/O Ralph Ackerman
27 Lawson Avenue
Claymont, DE 19703
Or you may make payment by visiting our website. www.brandywinevalley.cpcusociety.org and go to the I‐
Day section
Questions: Please call Elizabeth Carter at 302‐252‐4933
Company:_________________________________________________
Please check registration fee list for appropriate prices. No Mail in Registration after October 15, 2014
Register _____CPCUs @ $_____each
Register _____Non‐CPCUs @ $____each
Register ____Table(s) for 8 @ $______each Register _____Half‐Table(s) for 4 @ $______each Register _____persons for Pennsylvania CE Filing Fee @ $5 per person
Register _____persons for Delaware CE Filing Fee @ $0 per person
Cancellation Policy: If cancelled before Oct.10, 2014, a $25.00 cancellation fee will be charged. No refunds after Oct 10, 2014
(All seats include; continental breakfast, CE session, breaks, luncheon)
Contact:____________________________________
Address:______________________________________
Telephone:___________Fax:__________Email:____________
Enclosed is our check for $________ Please print the names of the individual registrants, including designations (and designate state for CE, if applicable)
Name:____________________ CE?____ Name:____________________ CE?____
Name:____________________ CE?____ Name:____________________ CE?____
Name:____________________ CE?____ Name:____________________ CE?____
Name:____________________ CE?____ Name:____________________ CE?____
Panel Speakers
John Steindl
John Steindl , CPCU, AIC is the Vice President of Kimberly Vassal Insurance Services, LTD, where he oversees the Commercial Lines Sales and Underwriting Department. He has been a licensed producer since 1972, received his Chartered Property Casualty Underwriters Designation in 1989, and was the President of the Brandywine Chapter of CPCU in 1996. In July 2003, John received his Associate in Claims designation from the Insurance Institute of America, and has taken the Commercial Casualty Certification Insurance Counselor courses.
Linda Buckley Linda Buckley is an Underwriting Procedures Specialist for 21st Century Insurance, with a primary focus on fraud detection and mitigation. She interacts with all business functions and management levels to reduce and eliminate the fraud exposure to the company's automobile book of business, a position she has held since 2011. Prior to her current role, she was the Underwriting Supervisor in the AIG/21st Century office in Vestal, New York for 12 years, where she managed a staff of underwriters who supported the call center staff, new and renewal business underwriting and fraud. Her 30 year career includes holding positions at Travelers, Aetna and a small independent agency. Panel Speakers
Dan Jaeger
Daniel Jaeger, CPCU, AIC is the Vice President of the Special Investigation Unit (SIU) Group at Chubb Insurance. He began his tenure with Chubb in 2001 as an investigator of property losses in the Mid‐Atlantic Zone and progressed to directing complex investigations including, arson, art theft, commercial property and valuable articles. Prior to Chubb, Dan also held similar investigation positions at AIG and State Farm. Dan has his Chartered Property Casualty Underwriters designation, is a past President of the Brandywine Chapter of CPCU, and also served as a CPCU Society Regional Governor.
David Smith
David Smith is a licensed private investigator and serves as president and lead investigator for Medical Investigation Group, Inc. (MIG), a company he started in 1994. MIG provides forensic medical services to the casualty insurance industry and operates throughout North America. Prior to forming this company, in 1990, he formed Clinical Practice Associates, Inc. ‐which provided independent medical evaluations to insurance companies through a nationwide network of hundreds of private physicians. He is a graduate of Rutgers University, and has a masters degree in Healthcare Administration from Trinity University.
Panel Speakers
Gerald R. Pepper
Gerald R. Pepper is the Director of the Delaware Department of Insurance Fraud Bureau and has been with the Fraud Bureau for approximately twelve years. Prior to the Fraud Bureau, Mr. Pepper was with the DE State Police for twenty seven years where he held various assignments and positions. He is a graduate of Wilmington College and the FBI National Academy. Additionally, Mr. Pepper is a Certified Fraud Specialist and is a member of the Association of International Special Investigation Units, DE Valley Chapter and the National Healthcare Antifraud Association.
Franklin T. Pyle, Jr.
Mr. Frank Pyle is the Deputy Director for the Delaware Insurance Department’s Fraud Prevention Bureau. He has been with the Fraud Bureau for almost17 years. Prior to joining the Fraud Bureau, Mr. Pyle was with the Wilmington Police Department for twenty one years. He is a graduate of the University of Delaware and the National Insurance Crime Bureau Academy. Mr. Pyle is a State of DE Certified Police Instructor, a Certified Fraud Specialist and an Accredited Healthcare Fraud Investigator through the National Healthcare Antifraud Association. Additionally, he is a member of the Association of International Special Investigation Units, DE Valley Chapter.
Keynote Lunch Speaker
Senator Tom Carper
United States Senator
Delaware
Senator Carper represents the state of Delaware in the United States Senate. He assumed the role of Senior Senator when Senator Joe Biden stepped down to become vice president in January 2009. In addition to his role as a Deputy Whip, Senator Carper serves on the Homeland Security and Governmental Affairs Committee, the Environment and Public Works Committee and the Finance Committee. Senator Carper is the chairman of the Homeland Security and Governmental Affairs Committee and is the chair of the Environment and Public Works Subcommittee on Transportation and Infrastructure. His career in public service began in 1976 when he was elected to the first of three terms as Delaware's state treasurer at the age of 29 at a time when the state of Delaware had the worst credit rating of any state in America. Six years later, with that credit rating restored to a respectable "AA," he ran for – and was elected – to Delaware's at‐large seat in the U.S. House of Representatives. During more than 30 years of public service, Senator Carper has worked tirelessly to develop practical solutions to real problems. His ability to work across party lines has earned him a reputation for consensus‐building that is unique in today's political climate.